Anic Equity¶
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Total return since start: 0.689 %¶
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Equity now: -----------------------------> 51602.43 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48403.57 Kr¶
PnL: ---------------------------------------> -684.0 Kr¶
DD now: ---------------------------------> -0.658 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 15:34:12.528572'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -0.160000 | 3375.000000 | 195.000000 | 6.130000 | 3180.000006 |
| HMS Networks | 2 | -1.380000 | 771.200000 | 98.200000 | 14.590000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3528.140000 | 74.140000 | 2.150000 | 3453.999992 |
| Fasadgruppen Group | 38 | 2.030000 | 4195.200000 | 54.200000 | 1.310000 | 4140.999992 |
| HEBA B | 70 | -1.290000 | 2688.000000 | 52.000000 | 1.970000 | 2636.000010 |
| MedCap | 2 | 0.430000 | 465.000000 | 44.000000 | 10.450000 | 421.000000 |
| Swedbank A | 3 | 1.830000 | 601.800000 | 37.800000 | 6.700000 | 564.000000 |
| Resurs Holding | 22 | 0.140000 | 609.840000 | 35.840000 | 6.240000 | 573.999998 |
| AcadeMedia | 12 | -0.440000 | 591.840000 | 34.840000 | 6.250000 | 557.000004 |
| SAAB B | 8 | -0.490000 | 3410.400000 | 33.400000 | 0.990000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.210000 | 382.300000 | 27.300000 | 7.690000 | 355.000000 |
| Intrum | 4 | 0.260000 | 540.800000 | 13.800000 | 2.620000 | 527.000000 |
| Eastnine | 4 | -0.320000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| OEM International B | 7 | -1.790000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -0.230000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Karnov Group | 9 | 0.330000 | 545.400000 | 9.400000 | 1.750000 | 536.000004 |
| Securitas B | 6 | -1.060000 | 573.000000 | 3.000000 | 0.530000 | 570.000000 |
| Creaspac SPAC | 6 | -0.410000 | 577.800000 | 0.800000 | 0.140000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.100000 | 246.480000 | 0.480000 | 0.200000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.080000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| Handelsbanken A | 5 | 0.370000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.280000 | 557.550000 | -4.450000 | -0.790000 | 562.000005 |
| Corem Property Group B | 59 | -1.620000 | 572.010000 | -4.990000 | -0.860000 | 576.999999 |
| Midsona B | 63 | -2.960000 | 577.710000 | -5.290000 | -0.910000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.090000 | 3836.000000 | -14.000000 | -0.360000 | 3850.000000 |
| Boozt | 12 | -0.580000 | 1635.600000 | -18.400000 | -1.110000 | 1653.999996 |
| Essity B | 2 | -0.760000 | 545.800000 | -28.200000 | -4.910000 | 574.000000 |
| CTEK | 13 | -2.100000 | 495.820000 | -38.180000 | -7.150000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.330000 | 551.500000 | -43.070000 | -7.240000 | 594.565215 |
| Essity A | 4 | -0.900000 | 1098.000000 | -51.000000 | -4.440000 | 1149.000000 |
| Vivesto | 1368 | -1.250000 | 560.610000 | -52.390000 | -8.550000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.780000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | -1.050000 | 1763.300000 | -225.700000 | -11.350000 | 1989.000002 |
| Axfood | 15 | 0.440000 | 4063.500000 | -236.500000 | -5.500000 | 4300.000005 |
| Ovzon | 64 | -2.040000 | 3385.600000 | -610.400000 | -15.280000 | 3996.000000 |
| TOTAL | 48403.570000 | -684.000000 | -0.6583% | 49087.564636 |
Updated:¶
'2023-01-31 15:34:25.734878'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
